The Value Perspective cover image

The Value Perspective London Quality Growth Conference 2024 Quilt

The Value Perspective

CHAPTER

Opportunities for Active Management in a Concentrated Market

This chapter explores the challenges and opportunities for active managers in today's market, emphasizing the effects of market concentration on performance across different regions. It highlights the potential for unique investments in historically underperforming markets like the UK and Japan, while cautioning against an over-reliance on passive strategies.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner